HUGE NEWS just Dropped for The Stock Market.. (Stocks are EXPLODING)

We have big news for AI stocks today. This is moving the markets higher. The triple Q's up 1.6% today in a muchneeded relief rally, but we have big catalyst in the next 24 hours or so. And how long is this rally going to last? In this video, I will break down all of your major news and developments for the stock market today. We are also going to look at technicals for your indexes. We're going to look at things like the heat map, the economic data, what the markets are pricing in for the Fed, what's happening with Trump and these tariffs and oil and Iran. We're going to get into all of that as well in today's episode. The only thing that I ask is that you hit that like button for the YouTube algorithm to help push this video out to more people that need to hear it because our only goal on this channel is to help you make more money to beat the markets. And not just beat the markets, I want you guys to smash the markets. So, first things first, before we get into all of your specific news today, we will take note of the biggest market movers. technology, specifically semiconductors, Nvidia, Broadcom Micron AMD Intel AAT Lamb Research KLA Sandis Dell AET WDC STX, you name the AI stock, it's probably in the green today. So, there's a bigger bounce, really a continuation from yesterday's move. And there's a lot of news for AI stocks that you do not want to miss. You also have other names like Tesla. Some days it's treated like an AI stock. Some days it's treated like a cyclical. You never really know. Tesla's up two and a half% today. Amazon, Google, Microsoft, Apple, all in the red today. Meta's up a half of 1%. Within healthcare, healthc care is doing pretty well. Standout sector. Industrial's doing well. Energy and oil doing well. Some areas of financials also doing well. It's not a bad day today for a lot of stocks. In fact, our newest portfolio that was created really at the start of this year that has very little AI exposure at this current moment is actually up today. So, it's not a bad day. If you guys want to come trade and invest alongside of us in our high conviction under the radar stocks, that link is down below in the description of today's episode. Now, again, in your indexes today, the Russell 2000 is up 0.84%, NASDAQ 100 up 1.8%, 8%, NASDAQ up 1.3%, S&P is up 0.75% and the Dow is up around a half of 1%. If we take a look at oil today, oil is up almost 3%. $8559 per barrel. This is the highest you have seen oil since at least back here July 12th or so. So, you've went from $68 a barrel to now $85 a barrel. Oil climbing is not exactly great for the Fed, for inflation expectations or for the stock market. It's a little surprising stocks are are doing so okay today despite that. 10-year Treasury yields today are up two and a half basis points. You're starting to break out here. It does look like volatility is beginning to pick up a little bit as oil has begun to climb. This is now the second highest point you have seen for 10-year Treasury yields in the past one year. The only time that we were actually higher than this was on uh May 19th where you hit 4.66%. You're currently at 4.62%. If we break out above 4.66%, markets are not going to like this at all. Two-year Treasury yields up four basis points today. This is almost a new one-year high. If we continue to break out, markets are not going to like this. I mean, you're up four basis points today alone. For July 29th, that is next week's Fed meeting. The probability of a Fed hike yesterday was 16.6% today. It is 23.3% today. You're not going to get a a hike next week. But you are seeing the probabilities moving up across the curve as bond yields go higher and oil goes higher that the Fed will be hiking rates. You are firmly pricing in a rate hike at the next Fed meeting which is September 16th and you are pricing in almost a 3x greater probability of two rate hikes by December 9th versus even a pause. So yeah, markets expect a pretty hawkish Fed, which could be a positive surprise for the markets if inflation does continue to fall or if the war with Iran did come to an end. You know, these things could have a very positive impact on the markets, if the Fed does not actually raise rates at all. Okay, now let's get into some of your biggest news for AI stocks. And Nebius was a leader today, up about 8% after Nvidia disclosed a 9.3% stake in the company. This is roughly 1.19 million common shares, plus about 21 million shares tied to a warrant from Nvidia's previously announced $2 billion investment in Nebus. Freedom Capital upgraded Nebius to a buy following the disclosure, raising its price target to $200 from $159. And look, I was buying Nebus at $27 a share. So, I mean, who am I to say Nvidia is wrong for this, right? But I do think it's a pretty good use of capital for Nvidia to invest in a company like Nebius just to slow down the bleeding of of of the AI sector that we've seen in the last couple of weeks. So, I don't know how much it is like Nvidia is super bullish on Nebius or they're doing great things or it's like, hey, I'm going to put some money into you. So, we all stop dying, right? It it could be a mix of both. We'll see. Time will tell. Conductor stocks now account for 20% of global trading volume, the highest ever. Jim Kramer also said today that the AI trade has become too noisy and unpredictable to aggressively put new money to work, at least for now. Some of the inverse Kramer effect could be having a positive impact on AI stocks today as well. Intel plans layoffs within its data center group. Intel said it it is planning layoffs within its data center group as part of a broader effort to become a more quote focused and efficient company per business insider. A person familiar with the matter said the changes would not affect the group's product commitments or roadmaps. Intel cut at least 15% of its factory workforce, more than 5,000 employees across four US states last year, and announced more than 15,000 job cuts in August of 2024 as part of a plan to deliver $10 billion in cost savings for 2025. Oh yeah, and apparently an Amazon data center in Bahrain was hit by Iranian missiles as well as water desalination plants in Kuwait. And JP Morgan CEO said, quote, "Do not buy stocks right now." which that is not actually what he said. He did not say do not buy stocks right now. He said quote he wouldn't be a buyer of the broader market at current valuation. He cites geopolitical volatility, the fiscal deficit and AI over exuberance. Now he's talked about geopol geopolitical volatility and the fiscal deficit for years. What's interesting here is what he says about AI. Jaime Diamond compared the massive current capital expenditure in artificial intelligence to the early internet era. While he believes AI will ultimately pay off, he cautioned that it will definitely not deliver returns on the aggressive times table or scale that the stock market is currently pricing at. And that aligns quite well with what I've been saying on this channel. AI is going to change the world more than we we all can predict. Just like the internet, if even the most bullish bulls on the internet in 2000 couldn't even have dreamed of what the internet has become today. They were wildly incorrect just just like on orders of magnitude. The same is going to be true with AI. But for a Wall Street perspective, Wall Street is very shortterm in their mindset. People are not thinking about 10, 20 year or even fiveyear investment horizons with these companies. They're thinking about the next one year, the next two years. So that's that's the mismatch that we're at right now. Yes, AI is going to pay off. Not nearly as fast as people think. And the problem with AI at this point and the sustainability with AI is simply yes hyperscalers they are seeing AI return on investment. Okay, it's there. All of their numbers are at all-time highs. The problem is they are far outpacing the ROI with new spending. So in a theoretically perfect world, let's say Amazon spent a hundred billion on AI. If they brought in $20 billion of incremental profit from that hundred billion dollar uh you know spending next year they would spend $120 billion. They would spend all of that profit reinvest it back into more spending. Well now yeah they're spending $200 billion. Maybe they're generating 20 or 40 billion in you know returns on that. But then they're spending 300 billion the next year. They're spending all of the profit plus some. And as hyperscalers get punished for spending more, that is going to dry up those private credit markets as their stocks come down. And the good news is we're not going to have to wait long at all to hear your first indications from hyperscalers and what their spend their spending plans are going ahead. I will tell you tomorrow Tesla, Google, Service Now, IBM, Texas Instruments and others report earnings and then Intel reports earnings Thursday after hours. You also have Nokia Thursday pre-market. But Google is the stock in focus here. Let me tell you this. Google is going to raise capex for this year. They have projects ongoing projects. You know, data centers notoriously run over budget. They're going to raise capex. That doesn't matter. What really matters for Google, whether the stock goes up or down or the AI trade goes up or down, is what does Google indicate for future spending. And it could really come down to one, you know, sentence on a conference call. Let me explain what the sentence could sound like. The difference in AI stocks going up or down could be something like this. quote, "We expect spending to accelerate over the next 12 months." That would cause AI stocks to skyrocket. Or if goo if a executive at the Google team said something like this, we expect that AI capex will begin to moderate over the next 12 months. That means the death of AI stocks in the near term. That means repricing them. Who knows? But Google is expected to be the biggest capex spender next year. You're expecting anywhere between 300 and 350 billion for spending next year. That would be a 50 to a 75% jump from 200 billion roughly this year. I don't know. Google would get punished for that. Now, Donald Trump came out with some big news today as well. Donald Trump says, quote, "Iran wants to meet. We have no interest." Also in the news today, tariffs are coming on dozens of countries to quote expect action soon. So yeah, I think the last thing we need from a market perspective is more tariff problems. And that is looking like it's coming. Donald Trump says the US will help Lebanon a lot and the relationship is very good. Donald Trump says nobody gets through the Iranian blockade. Donald Trump says I would speak to Hezbala. Trump says we're not finished at all with Iran. He says we have had a big impact on Iran. Trump also says rebuilding Iran will take about 20 to 25 years. Trump says Iran is probably trying to impact elections with the straight of Hermoose. Donald Trump says we will target any Iranian facility where nuclear weapons are manufactured. Donald Trump says Iran hasn't seen anything yet. We've been nice. Trump says we will be hitting Iran soon very heavily. Andy says we will be hitting Pickax Mountain again pretty soon. And last but not least, Trump says Iran has very evil people leading that country. We did have the ADP employment change weekly numbers that came in today at 16.5,000. I mean the last week you were at 19.25,000. These have plummeted. I mean, in April and May, you were averaging in the high 30,000s, you know, for this whole period here, you've been declining pretty consistently since early May from 40 almost 41,000 jobs per week down to now 16 a half thousand jobs. I think I think the markets are really overestimating just how strong they think the labor market is and we might start to get some surprisingly weak jobs numbers. In fact, last month we did the last jobs report was surprisingly weak. We were expecting over 100,000 jobs. We came in at barely 50,000. But yet Wall Street only is focusing on the inflation side. What oil is doing. They're not even thinking about the labor market side, which could be a governor to the Fed actually raising rates despite short-term oil inflation. And if we do take a look at the triple Q's, you can see that we are now back into the bull flag pattern, which is very interesting. Um, it looks good from that perspective, but really Google is going to give us the bigger follow-through. either Google earnings are going to reignite, you know, AI and optimistically Google doesn't get smoked if they spend even more money. That's the most optimistic scenario. Google comes out, they indicate that they're going to spend more and Google's stock goes up. I don't think that's possible. I don't think that's going well, I shouldn't say it's not possible. I just don't think it's likely at all. I think Google's going to either go up or go down based on how they indicate spending. If they spend more, the stock's going to fall. If they spend less, stocks going to rise. Now, what impact does that have on the NASDAQ on net? We'll have to see. But you're back in the bull flag pattern, which is great. You're below your 20-day and your 50-day moving average, which to get back above those at this point would be upside of about 1 and a.5% for that 50-day moving average. And upside of about 1% or so, give or take, to retake the 20-day moving average. But yesterday you had really low volume on the NASDAQ, only about 30 million for volume. And today you're tracking even lower than that. So, it's not great to see this kind of a bounce on really low volume. Now, the S&P continues to look better than the NASDAQ. You are above your 20-day and your 50-day moving average. You are again sitting at the tip of this bull flag pattern. And I think heading into tomorrow, Google earnings, you're really going to see either a break to the upside or a break to the downside here. Same for the S&P, same for the NASDAQ. RSIs for the S&P and the NASDAQ sitting at about the 50 area. Triple Q's at 48 and the S&P at 52. So, not really oversold, not really overbought. you're kind of in the middle. I will tell you, you tend to have seasonal weakness during a midterm election year around July. So, this is not unusual that we are seeing of, you know, a little bit of a move lower recently. you do tend to actually consolidate or fall throughout late July, August, and September and then bottoming in October before you start your pre-midterm election rally and then your really aggressive postmidterm rally that lasts for about 9 months. And I think that's what we need to be prepared for or preparing for at this moment. So, let me know your thoughts on this down below in the comment section. Hit the like button as well as subscribe to the channel if you guys have not done so already. If you want to come trade and invest alongside of us, that link is down below in the description of today's episode. Have a fantastic rest of your day and I will see you in the next